Smith Group Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $43K | Sell |
637
-35
| -5% | -$2.36K | ﹤0.01% | 196 |
|
|
2021
Q4 | $47K | Buy |
672
+56
| +9% | +$3.92K | ﹤0.01% | 184 |
|
|
2021
Q3 | $42K | Buy |
616
+41
| +7% | +$2.8K | ﹤0.01% | 180 |
|
|
2021
Q2 | $37K | Sell |
575
-114
| -17% | -$7.34K | ﹤0.01% | 185 |
|
|
2021
Q1 | $44K | Buy |
689
+101
| +17% | +$6.45K | ﹤0.01% | 158 |
|
|
2020
Q4 | $30K | Sell |
588
-20
| -3% | -$1.02K | ﹤0.01% | 231 |
|
|
2020
Q3 | $20K | Buy |
608
+420
| +223% | +$13.8K | ﹤0.01% | 244 |
|
|
2020
Q2 | $6K | Sell |
188
-507
| -73% | -$16.2K | ﹤0.01% | 288 |
|
|
2020
Q1 | $19K | Sell |
695
-70
| -9% | -$1.91K | ﹤0.01% | 290 |
|
|
2019
Q4 | $31K | Buy |
765
+45
| +6% | +$1.82K | ﹤0.01% | 312 |
|
|
2019
Q3 | $28K | Sell |
720
-45
| -6% | -$1.75K | ﹤0.01% | 316 |
|
|
2019
Q2 | $30K | Sell |
765
-30
| -4% | -$1.18K | ﹤0.01% | 315 |
|
|
2019
Q1 | $28K | Buy |
+795
| New | +$28K | ﹤0.01% | 355 |
|
|
2018
Q2 | – | Sell |
-975
| Closed | -$38K | – | 454 |
|
|
2018
Q1 | $38K | Buy |
+975
| New | +$38K | ﹤0.01% | 357 |
|